The Nicholson Group

Merrill Lynch Wealth Management
90 South E Street
Floor Gr
Santa Rosa, CA 95404
(707) 575-6305
Learn more about an advisor's background on
The Nicholson Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Nicholson Group
Merrill Lynch Wealth Management
Welcome

Our entire team shares a common goal: to help you achieve your personal financial goals, such as planning for and funding your children’s education, helping ensure that income can last in retirement, and planning for potential health care costs. Every step in the process takes into account your personal perspectives and priorities. Our goal is to help bring simplicity and transparency to the complexities of investing, turning the often-intimidating task of planning for the future into an exciting journey of helping you pursue and reach your goals.

Recognition
Nicholas Nicholson
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
About Us
Philosophy

Our team believes in using a comprehensive wealth planning process combined with a disciplined asset allocation strategy using the latest investment tools.

We are strong believers in Modern Portfolio Theory. Modern Portfolio Theory is a practical method for selecting investments in order to maximize overall returns within an acceptable level of risk.

Our team frequently uses exchange traded index funds as part of our core client portfolio, and we strive to manage your portfolio to be tax efficient by utilizing tax loss harvesting when prudent. The breadth, depth, and value of what our team can offer you extends well beyond wealth strategies for retirement.

The more we learn about your priorities, the better we can assist you with a comprehensive financial approach to help you pursue multiple goals simultaneously.

These may include strategies to help:
• Structure your wealth to help maintain your lifestyle in retirement
• Blend investment vehicles to balance risk and return in a low cost tax efficient portfolio
• Perpetuate your wealth for future generations
• The next generation, put their wealth on a trajectory to build career and family flexibility
• With personalized access to banking, credit and lending needs through Bank of America

Meet Our Team
Nicholas Nicholson,

CFP®,CIMA®,CPWA®

Managing Director, Wealth Management Advisor
707.575.6305
Christopher W Gibson
Senior Vice President, Senior Consultant
707.575.6323
Keli J Reindahl
Assistant Vice President, Wealth Management Associate
707.575.6307
Jack Taylor McCormick,

CRPC™

Wealth Planner
707.575.6377
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.